403(b) Plans, Accounts or Annuities

2,058 topics in this forum

1. CREF and College Professors

   By GBurns, October 26, 2004
   • 14 replies
   • 5.2k views
   • 
   • WDIK
   • October 29, 2004

2. 403(b) versus 401(k)

   By blue, August 1, 2007
   • 14 replies
   • 4.6k views
   • 
   • MoShawn
   • September 18, 2008

3. 501c3 Application pending

   By austin3515, July 17, 2013
   • 14 replies
   • 4.4k views
   • 
   • IRA
   • April 7, 2014

4. 403b Eligiblity Period?

   By austin3515, September 24, 2010
   • 13 replies
   • 7.5k views
   • 
   • Patricia Neal Jensen
   • May 19, 2021

5. Employee Waiver for 403(b) no-load investments

   By Guest JimD-EBR, March 2, 2006
   • 13 replies
   • 4.1k views
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   • joel
   • March 9, 2006

6. RMD's

   By austin3515, May 29, 2013
   • 13 replies
   • 2.4k views
   • 
   • joel
   • June 7, 2013

7. SPD Question

   By Guest willow, August 31, 2005
   • 13 replies
   • 4.3k views
   • 
   • JanetM
   • October 10, 2005

8. penalties on failure to take disitributions of pre-1987 403(b) deferrals

   By Guest svogelwsm, October 28, 2004
   • 13 replies
   • 3.9k views
   • 
   • mbozek
   • November 1, 2004

9. Entry dates/Salary Deferrals/403b

   By Guest DebN, March 16, 2001
   • 13 replies
   • 6.6k views
   • 
   • Kevin C
   • September 13, 2010

10. Information Sharing Agreement Deadline

    By Appleby, October 22, 2008
    • 13 replies
    • 3.8k views
    • 
    • Appleby
    • November 14, 2008

11. Revenue Ruling 2014-09

    By Guest Mark03, May 1, 2014
    • 13 replies
    • 2.8k views
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    • masteff
    • May 7, 2014

12. Choosing an Annuity and Annuity company?

    By Guest muckmail, January 26, 2005
    • 13 replies
    • 2.5k views
    • 
    • Belgarath
    • January 31, 2005

13. Annuitized 90-24 transfers

    By Guest Zahorik, September 7, 2001
    • 13 replies
    • 3.6k views
    • 
    • Guest
    • September 11, 2001

14. 403b Document

    By J Simmons, September 5, 2008
    • 13 replies
    • 3.6k views
    • 
    • J Simmons
    • September 27, 2008

15. 403(b) and Separate 401(a) Plan

    By Cassopy, April 16, 2021
    • 12 replies
    • 1.9k views
    • 
    • MWeddell
    • May 5, 2021

16. A tale of two employers...

    By Guest jreddi, December 11, 2000
    • 12 replies
    • 2.5k views
    • 
    • Guest
    • December 26, 2000

17. Pairing non-ERISA 403(b) with 401(a)

    By Guest RMassa, February 25, 1999
    • 12 replies
    • 5.1k views
    • 
    • Guest
    • January 10, 2001

18. Excess 403(b) match - any thoughts?

    By ERISAatty, April 16, 2004
    • 12 replies
    • 5.3k views
    • 
    • Guest
    • September 2, 2009

19. 403(b) contributions by governmental employers

    By Guest CinANC, May 22, 2002
    • 12 replies
    • 3k views
    • 
    • QDROphile
    • September 23, 2002

20. Safe Harbor 403(b) Plan, but.....

    By bzorc, May 13, 2022
    • 12 replies
    • 2.7k views
    • 
    • Nate S
    • May 17, 2022

21. 403(b) Plan Document

    By HarleyBabe, September 13, 2016
    • 12 replies
    • 2.2k views
    • 
    • benefitz
    • August 14, 2017

22. Non-ERISA 403(b) question

    By Guest Statler, October 16, 2008
    • 12 replies
    • 5.1k views
    • 
    • Guest
    • October 21, 2008

23. Employer won't let me move my 403(b)7 money unless I quit or die. See

    By Guest Joseph Hoffman, January 16, 2001
    • 12 replies
    • 5.6k views
    • 
    • Guest
    • February 7, 2001

24. If a company sponsoring a 403(b) plan merges with a company with a 401(k) plan, when does the 403(b) plan have to expand coverage to cover the other company's employees?

    By Guest JBeck, December 1, 2003
    • 12 replies
    • 3.6k views
    • 
    • mbozek
    • December 4, 2003

25. Long term part time employees and the "20 hour exclusion" in ERISA 403(b) Plans

    By Belgarath, September 24, 2024
    • 12 replies
    • 2k views
    • 
    • Peter Gulia
    • October 23, 2024

26. canadian resident in plan

    By Beemer, January 23, 2017
    • 12 replies
    • 2.5k views
    • 
    • Carol V. Calhoun
    • February 21, 2017

27. Non-ERISA 403b

    By austin3515, July 7, 2020
    • 12 replies
    • 2.3k views
    • 
    • Patricia Neal Jensen
    • July 8, 2020

28. NON-ERISA 403(B) Plans

    By Nassau, August 7, 2008
    • 11 replies
    • 3.8k views
    • 
    • Guest
    • September 13, 2008

29. 403b Plan Investments

    By Earl, August 12, 2016
    • 11 replies
    • 1.8k views
    • 
    • QDROphile
    • August 16, 2016

30. 90-24 transfers

    By Guest Lyric, December 28, 2001
    • 11 replies
    • 3.7k views
    • 
    • joel
    • January 1, 2002

31. elective deferral limit for 2003

    By joel, December 4, 2002
    • 11 replies
    • 2.6k views
    • 
    • mbozek
    • December 20, 2002

32. TIAA-CREF Restatements with Ascensus

    By Christine Roberts, June 18, 2010
    • 11 replies
    • 3.8k views
    • 
    • Patricia Neal Jensen
    • February 21, 2018

33. Forfeitures in 403(b) Plans

    By Guest janhubber, October 15, 2004
    • 11 replies
    • 4.5k views
    • 
    • mbozek
    • November 18, 2004

34. Universal Availability still has me confused!

    By Guest Boilerburm1, September 17, 2008
    • 11 replies
    • 4.1k views
    • 
    • Kevin C
    • April 8, 2015

35. Controlled Group 403(b) coverage

    By Effen, July 2, 2004
    • 11 replies
    • 3.1k views
    • 
    • mbozek
    • July 2, 2004

36. Distributions upon death of deceased 403(b) participant

    By MarZDoates, October 22, 2004
    • 11 replies
    • 6k views
    • 
    • joel
    • October 23, 2004

37. Catchup provisions and contribution limits?

    By Guest Jeff Salisbury, September 3, 2001
    • 11 replies
    • 2.6k views
    • 
    • MGB
    • October 23, 2001

38. 403(a) plans

    By oldman, June 9, 2010
    • 11 replies
    • 12.2k views
    • 
    • TLGeer
    • June 10, 2010

39. Freezing a 403(b) vs plan termination

    By katieinny, July 9, 2008
    • 11 replies
    • 10.9k views
    • 
    • J Simmons
    • July 28, 2008

40. overcontribution to 403B for yr. 2000

    By Guest kristengordon, March 19, 2002
    • 11 replies
    • 3.2k views
    • 
    • Guest
    • March 28, 2002

41. Current employer allows employees to contribute to their former employers' 403(b)s?

    By mariemonroe, July 11, 2008
    • 11 replies
    • 2.9k views
    • 
    • joel
    • August 6, 2008

42. 401(k) for school employees?

    By Guest kivey, May 4, 2001
    • 10 replies
    • 10.1k views
    • 
    • Carol V. Calhoun
    • August 3, 2001

43. 403(b) takeovers

    By FJR, March 18, 2003
    • 10 replies
    • 2.3k views
    • 
    • FJR
    • March 19, 2003

44. OK to set up profit sharing plan for non-profit emlpoyer's discretiona

    By FJR, February 10, 2003
    • 10 replies
    • 2.3k views
    • 
    • mbozek
    • February 12, 2003

45. Freeze 403(b) plan, start new one; successor plan issues?

    By BG5150, June 6, 2019
    • 10 replies
    • 2.3k views
    • 
    • Belgarath
    • June 11, 2019

46. Year of Service Match

    By 30Rock, March 4
    • 10 replies
    • 1.1k views
    • 
    • 30Rock
    • March 7

47. Limiting Loans to Contracts with Approved Vendors

    By Guest ebailey, April 22, 2009
    • 10 replies
    • 1.9k views
    • 
    • J Simmons
    • April 23, 2009

48. 403(b) ERISA v. non-ERISA post Advisory Opinion 2012-02A.

    By Belgarath, September 24, 2013
    • 10 replies
    • 4.5k views
    • 
    • Patricia Neal Jensen
    • February 12, 2018

49. Average Benefits Percentage Test with a 403(b) plan

    By AndyH, April 10, 2002
    • 10 replies
    • 6.1k views
    • 
    • Belgarath
    • September 6, 2016

50. Exclusion of 1/1/09 Contracts

    By austin3515, September 28, 2020
    • 10 replies
    • 1.3k views
    • 
    • Belgarath
    • September 29, 2020